Do the initial Setup: Difference between revisions
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*You can let our [http://beds24.com/wizard/index.php Setup Wizards] guide you through the set up process. | *You can let our [http://beds24.com/wizard/index.php Setup Wizards] guide you through the set up process. | ||
*We also offer online training sessions for a fee in which we help you set your account up. Send us a support ticket from the SUPPORT button at the top if you want to book a session. | *We also offer online training sessions for a fee in which we help you set your account up. Send us a support ticket from the SUPPORT button at the top if you want to book a session. | ||
*The number format in the Control Panel is the English number format, i.e. decimal places are separated by a full stop (not a comma). | |||
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style=color:#008ACC;“>{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties. | <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style=color:#008ACC;“>{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties. | ||
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Each room or room type/category can have ''multiple inventories'''. | Each room or room type/category can have ''multiple inventories'''. | ||
<embedvideo service="youtube">https://youtu.be/Jd6mFFWhpRE</embedvideo> | |||
=== Multiple Properties or Rooms === | === Multiple Properties or Rooms === | ||
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If you're renting your property as a whole, you still need to define one "Room" which in your case represents your complete property. | If you're renting your property as a whole, you still need to define one "Room" which in your case represents your complete property. | ||
If your rentals | If your rentals have different hotel/property codes for Booking.com etc. then they must be setup as individual properties. | ||
For further information see [[Agency_%26_Multiple_Property_Setup|here]]. | For further information see [[Agency_%26_Multiple_Property_Setup|here]]. | ||
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= Step by Step Setup = | = Step by Step Setup = | ||
== '''Step 1''' - General Account Settings == | == '''Step 1''' - General Account Settings == | ||
Click on {{#fas:cog}} (SETTINGS) | Click on {{#fas:cog}} (SETTINGS) > ACCOUNT and complete your details | ||
=== Views and Settings === | |||
To setup the look of your Control Panel go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES and check the settings for your account Control Panel. | |||
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> Most of the settings can be left with the default value, for more information on each setting, use (?) for the context help. | |||
=== Outgoing Email === | |||
If you want to send Emails from Beds24, then you need to setup your outgoing email. | |||
Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL and for instructions please use the context help (? icons) and click on HELP (? icon right) of this page. | |||
*If you want to use a language other than English on your booking page, go to | === Host Notifications === | ||
By default Email notifications about new bookings and system notifications are sent to the Administrator Email address from {{#fas:cog}} (SETTINGS) > ACCOUNT ACCESS. | |||
If you have multiple properties you can set {{#fas:cog}} (SETTINGS) > ACCOUNT > HOST NOTIFICATIONS > Booking notification emails sent to"=Administrator and Cc: Property' to send a copy of the confirmation to the property. The Email address used is the one entered in {{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION | |||
System notifications are error messages, answers to support tickets and other messages which are not directly related to a booking. | |||
We recommend you use different Email addresses to send and receive because some Email programs (i.E. gmail) hide incoming Email if they are from the same Email address. | |||
=== Account access and Security === | |||
Access including API and security settings can be managed from this menu. | |||
Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS > | |||
*Change Password | |||
*Administrator Email | |||
*Additional Login | |||
*2Factor Authentication | |||
*API Keys | |||
=== Privacy === | |||
Privacy rules for data management should be managed from this menu. We provide settings that allow you to control how your guest's data is stored in Beds24. | |||
Go to {{#fas:cog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information. | |||
=== Billing === | |||
You can see the monthly service fees and usage charges, setup payment details for your account, and generate and download your invoice after you have made a payment. | |||
=== Booking Page Languages === | |||
If you want to use a language other than English on your booking page, go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the ones you want to use. If you enable more than one language you will see tabs for each language in your descriptions, information on your booking page and notifications. Descriptions have to be entered in each language tab. | |||
== '''Step 2''' - Create properties and rooms== | == '''Step 2''' - Create properties and rooms== | ||
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===Import from Airbnb=== | ===Import from Airbnb=== | ||
If you have a listing on Airbnb you can import it and create a new property with a new room or add a room in a property you already have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions. | If you have a listing on Airbnb you can import it and create a new property with a new room or add a room in a property you already have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions. | ||
[[File:Airbnb_import_listing.mp4|640px]] | |||
===Import from Booking.com=== | ===Import from Booking.com=== | ||
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===Manual creation === | ===Manual creation === | ||
==== '''Step 1''' - Create properties==== | ==== '''Step 1''' - Create properties==== | ||
*Properties and be added in '{{#fas:cog}} (SETTINGS) PROPERTIES | *Properties and be added in '{{#fas:cog}} (SETTINGS) > PROPERTIES | ||
*After you have added a property go to '{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and complete your property information | *After you have added a property go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION and complete your property information | ||
[[File:Property_and_Room_Setup.mp4|640px]] | [[File:Property_and_Room_Setup.mp4|640px]] | ||
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==== '''Step 2''' - Create rooms==== | ==== '''Step 2''' - Create rooms==== | ||
*To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available. | *To set rooms up go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS . A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available. | ||
If you sell dorms for which you sell individual beds and not private rooms please also see how to [[Hostel_and_Retreat_Setup|setup dorms]]. | If you sell dorms for which you sell individual beds and not private rooms please also see how to [[Hostel_and_Retreat_Setup|setup dorms]]. | ||
*Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and define your offer(s). | *Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > OFFERS and define your offer(s). | ||
An offer is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed. | An offer is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed. | ||
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<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be automatically applied to the copy. If you want to link prices between different rooms remove the prices before you copy the rooms. | <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be automatically applied to the copy. If you want to link prices between different rooms remove the prices before you copy the rooms. | ||
==== '''Step | ==== '''Step 3''' - Customize and add offers (optional)==== | ||
An '''Offer''' is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed. | An '''Offer''' is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed. | ||
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Without prices the system can not show availability. | Without prices the system can not show availability. | ||
If you have several rooms with a similar pricing structure you can "link" prices | If you have several rooms with a similar pricing structure you can "link" prices with or without offsets to multiple rooms. | ||
Beds24 has two types of prices: | Beds24 has two types of prices: | ||
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Daily Prices are prices for one date. Daily prices are easy to manage and are the best choice for most customers. Multiple prices per date can be defined for example for different minimum stays or different offers. Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices]. | Daily Prices are prices for one date. Daily prices are easy to manage and are the best choice for most customers. Multiple prices per date can be defined for example for different minimum stays or different offers. Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices]. | ||
<embedvideo service="youtube">https://youtu.be/ | <embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo> | ||
'''Fixed Prices''' | '''Fixed Prices''' | ||
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<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices. | <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices. | ||
== '''Step 4''' - | == '''Step 4''' - Connect Dynamic Prices (optional)== | ||
If you want Pricelabs, RoompriceGenie or Beyond to send prices to Beds24 which will then be used for all your sales channels see the help pages for these integrations for setup instructions. | |||
== '''Step 5''' - Set up the Channel Manager (optional)== | == '''Step 5''' - Set up payment collection (optional)== | ||
You need to connect a payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS. [[Stripe|Stripe]] is our preferred partner which offers the best functionality. | |||
== '''Step 6''' - Set up the Channel Manager (optional)== | |||
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels. | Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels. | ||
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<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo> | <embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo> | ||
== '''Step | <embedvideo service="youtube">https://youtu.be/rsqRWgawcWU</embedvideo> | ||
== '''Step 7''' - Enter existing bookings== | |||
To avoid double bookings it is advisable to enter the bookings you already have. | To avoid double bookings it is advisable to enter the bookings you already have. | ||
*For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings. We recommend to use this method because for bookings imported directly from Booking.com we will then be able to automatically import changes. You can use this function when the channel manager is set up but not activated. The button is available in {{#fas:cog}} (SETTINGS) CHANNEL MANAGER | *For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings. We recommend to use this method because for bookings imported directly from Booking.com we will then be able to automatically import changes. You can use this function when the channel manager is set up but not activated. The button is available in {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER > AIRBNB/BOOKING.COM/EXPEDIA. | ||
*Other bookings can be uploaded as a .csv file from in {{#fas:cog}} (SETTINGS) PROPERTIES. | *Other bookings can be uploaded as a .csv file from in {{#fas:cog}} (SETTINGS) > PROPERTIES. | ||
*To manually add or blocked dates click on the suitcase icon in the CALENDAR or on "Add Booking" at the top. | *To manually add or blocked dates click on the suitcase icon in the CALENDAR or on "Add Booking" at the top. | ||
*If you do not need the actual booking you can adjust the availability in the CALENDAR in the row "Inventory". The number shows rooms remaining to sell. They can be edited to quickly change your availability. Double-click to open a pop-up and save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings). | *If you do not need the actual booking you can adjust the availability in the CALENDAR in the row "Inventory". The number shows rooms remaining to sell. They can be edited to quickly change your availability. Double-click to open a pop-up and save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings). | ||
== '''Step | == '''Step 8''' - Automate messaging and processes== | ||
Go to {{#fas:cog}} (SETTINGS) | Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to | ||
*set up messaging templates for automatic and manual sending | *set up messaging templates for automatic and manual sending | ||
*automatically perform modifications on bookings based on predefined criteria | *automatically perform modifications on bookings based on predefined criteria | ||
== '''Step | == '''Step 9''' - Customize and connect the booking engine for commission free direct bookings (optional)== | ||
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE. | Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE. | ||
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Copy your widget to your website. To install the booking widgets on your web site you will need the ability to edit the HTML of your page. This may involve knowing the passwords for your web server and the ability to transfer your files. Your web hosting service should be able to provide information and assist you with this. | Copy your widget to your website. To install the booking widgets on your web site you will need the ability to edit the HTML of your page. This may involve knowing the passwords for your web server and the ability to transfer your files. Your web hosting service should be able to provide information and assist you with this. | ||
Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES. | Guests who book directly will automatically receive a [[:category:Confirmation_Messages|confirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES. | ||
=='''Step 10''' - Download the free Beds24 app(optional)== | |||
Our free App for IOS and Android is there to help you with daily tasks which might need to be done while away from the desk. [[Mobile_App_Android_and_IOS|More information about the app]]. | |||
= | = More functions and options= | ||
*Customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. | *Customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. | ||
*Customize the [[:Category:Dashbaord]]. | |||
*Add [[:Category:Sub_Account|subaccounts]] so owners or staff have their own login. | |||
*When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functions or check the start page of this support wiki. | *When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functions or check the start page of this support wiki. | ||
*Check [[Category:Daily_Use|here]] for tips on how to work with Beds24. | |||